VWA
Visionary Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
29,168
+448
| +2% | +$125K | 0.42% | 67 |
|
|
2025
Q1 | $7.43M | Sell |
28,720
-411
| -1% | -$106K | 0.45% | 68 |
|
|
2024
Q4 | $7.69M | Sell |
29,131
-269
| -0.9% | -$71.1K | 0.45% | 64 |
|
|
2024
Q3 | $7.76M | Sell |
29,400
-151
| -0.5% | -$39.8K | 0.47% | 65 |
|
|
2024
Q2 | $7.15M | Buy |
29,551
+709
| +2% | +$172K | 0.47% | 66 |
|
|
2024
Q1 | $7.21M | Buy |
28,842
+144
| +0.5% | +$36K | 0.49% | 60 |
|
|
2023
Q4 | $6.68M | Buy |
28,698
+235
| +0.8% | +$54.7K | 0.49% | 55 |
|
|
2023
Q3 | $5.93M | Buy |
28,463
+1,363
| +5% | +$284K | 0.48% | 58 |
|
|
2023
Q2 | $5.97M | Sell |
27,100
-982
| -3% | -$216K | 0.48% | 60 |
|
|
2023
Q1 | $5.92M | Sell |
28,082
-925
| -3% | -$195K | 0.5% | 56 |
|
|
2022
Q4 | $5.91M | Sell |
29,007
-27,371
| -49% | -$5.58M | 0.55% | 52 |
|
|
2022
Q3 | $10.6M | Buy |
56,378
+664
| +1% | +$125K | 1.1% | 19 |
|
|
2022
Q2 | $11M | Sell |
55,714
-3,438
| -6% | -$677K | 0.98% | 24 |
|
|
2022
Q1 | $14.1M | Sell |
59,152
-4,413
| -7% | -$1.05M | 1.13% | 21 |
|
|
2021
Q4 | $16.2M | Buy |
63,565
+66
| +0.1% | +$16.8K | 1.33% | 19 |
|
|
2021
Q3 | $15M | Sell |
63,499
-304
| -0.5% | -$72K | 1.55% | 17 |
|
|
2021
Q2 | $15.1M | Buy |
63,803
+958
| +2% | +$227K | 1.52% | 19 |
|
|
2021
Q1 | $13.9M | Sell |
62,845
-7,489
| -11% | -$1.66M | 1.46% | 20 |
|
|
2020
Q4 | $14.5M | Buy |
70,334
+987
| +1% | +$204K | 1.63% | 17 |
|
|
2020
Q3 | $12.2M | Buy |
69,347
+2,778
| +4% | +$490K | 1.72% | 14 |
|
|
2020
Q2 | $10.9M | Buy |
66,569
+12,968
| +24% | +$2.13M | 1.66% | 17 |
|
|
2020
Q1 | $7.06M | Buy |
53,601
+573
| +1% | +$75.4K | 1.33% | 20 |
|
|
2019
Q4 | $9.45M | Buy |
+53,028
| New | +$9.45M | 1.69% | 16 |
|